+84.8%
EMXF vs VOO
+136.1%
-51.3%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.1% |
| 7D | +2.2% | +0.5% | +1.6% | +1.8% |
| 30D | +3.5% | -0.9% | +4.5% | +4.2% |
| 3M | +6.5% | +3.9% | +2.6% | +3.9% |
| 6M | +22.5% | +14.5% | +7.9% | +12.4% |
| YTD | +27.0% | +13.0% | +14.1% | +17.6% |
| 1Y | +37.2% | +19.4% | +17.7% | +22.7% |
| 3Y | +85.9% | +78.9% | +7.0% | +29.3% |
| 5Y | +48.4% | +82.3% | -33.9% | +1.9% |
| All | +84.8% | +136.1% | -51.3% | +5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling